Projects - Show project allocation (or blank) on Invoices/Bills overview and exports
Ability to show Xero Project assignment on the Invoice overview export report an the Bills export report so you can see what sales and costs have been allocated to which project or not at all.
Lorna Leonard
shared this idea
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Nicolas Paquet
commented
When looking at various purchase reports, an extra filter / column showing project assignment would be great. Could also be there in the "purchase overview" display or in the "contact activity" display.
Purpose : I always assign a specific recurring bill to the same customer and its projects. For verification purposes, an extra column showing assignments would help me quickly see any omission or wrong assignments
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Kerry Longley
commented
Add a 'Project Assigned To' column to the Supplier Activity page to readily and easily be able to find a particular invoice without having to click into each one.
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Lorna Leonard
commented
As a purely advisory practice on fixed monthly plans it is essential that we understand the full cost of each contract Xero Projects is without doubt the best tool for us to do this, however there remains little connectivity with Xero projects and as such assigning projects is still a clunkly and time consuming activity, and finding the gaps is also very difficult this would be the first step to ensuring that all costs are properly collected.